IVP Capital, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Water Mill, New York
CRD number
104197
Registered since
October 5, 2000

Firm profile

FINTRX

Overview

IVP Capital, LLC is organized as a limited liability company under individual ownership. Public filings offer very limited detail about the firm's business model: classification is listed as unclassified, and the firm is not identified as a capital allocator, an ESG-focused investor, a multi-state adviser, a pension consultant, or a related adviser. There is no disclosed information on the firm's client segments, advisory activities, or fee structure in the provided dataset.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 6
  • Carol Gerzon

    Marketing ManagerCRD 1415348

  • Oliver Eberstadt

    Oliver Eberstadt

    PrincipalCRD 1808170

  • Jason Miller

    Jason Miller

    Senior Vice PresidentCRD 2430680

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Water Mill, NY

Suffolk

Location

Water Mill, NY

Headquartered in Water Mill, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Suffolk
Address
337 Noyac Path
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth